Siddharth Zarabi analyzes market trends and tax policy expectations ahead of Union Budget 2026

Siddharth Zarabi leads a panel discussion on market trends and expectations for the Union Budget 2026, emphasizing the need for fiscal stability and credible numbers. The discussion includes the Indian economy's 'Goldilocks movement', a shift to a new tax regime, and limited indirect tax changes. The panel also addresses capital expenditure in infrastructure, potential defense budget increases, and the importance of stimulating private investment. Dr. Baru notes stagnant domestic demand and private capital formation, highlighting the finance ministry's challenge in balancing revenues with high-priority spending.